Insider Selling: Samsara (NYSE:IOT) CAO Sells 2,165 Shares of Company Stock

Samsara Inc. (NYSE:IOT) CAO Benjamin Kirchhoff sold 2,165 shares of Samsara stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $40.40, for a total transaction of $87,466.00. Following the completion of the sale, the chief accounting officer directly owned 148,921 shares in the company, valued at approximately $6,016,408.40. The trade was a 1.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Benjamin Louis Kirchhoff also recently made the following trade(s):

• On Friday, September 18th, Benjamin Kirchhoff sold 770 shares of Samsara stock. The stock was sold at an average price of $40.42, for a total transaction of $31,123.40.
• On Tuesday, September 15th, Benjamin Kirchhoff sold 2,165 shares of Samsara stock. The stock was sold at an average price of $42.55, for a total transaction of $92,120.75.
• On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The shares were sold at an average price of $37.70, for a total transaction of $36,192.00.

Samsara Stock Performance

NYSE:IOT traded down $3.05 during mid-day trading on Friday, reaching $39.54. The stock had a trading volume of 5,331,951 shares, compared to its average volume of 6,782,000. The firm has a market capitalization of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 10.02 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The business has a 50 day simple moving average of $39.98 and a 200 day simple moving average of $35.23.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The company had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. During the same quarter in the previous year, the company earned $0.12 EPS. The firm’s revenue for the quarter was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, sell-side analysts expect that Samsara Inc. will post 0.13 earnings per share for the current year.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
• Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
• Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
• Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Hedge Funds Weigh In On Samsara

Hedge funds have recently added to or reduced their stakes in the business. Bank of New York Mellon Corp purchased a new stake in shares of Samsara in the second quarter valued at about $35,702,000. USS Investment Management Ltd purchased a new position in shares of Samsara during the 1st quarter worth approximately $28,232,000. Wellington Management Group LLP raised its position in shares of Samsara by 9.6% during the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after purchasing an additional 813,922 shares during the last quarter. Bank of America Corp DE raised its position in shares of Samsara by 41.5% during the 1st quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock worth $85,886,000 after purchasing an additional 794,255 shares during the last quarter. Finally, Bamco Inc. NY raised its position in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after purchasing an additional 741,200 shares during the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

IOT has been the topic of a number of analyst reports. Guggenheim lifted their price target on Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a research note on Friday, September 4th. Wall Street Zen upgraded Samsara from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. Evercore reissued an “outperform” rating and issued a $55.00 target price on shares of Samsara in a report on Friday, September 4th. KeyCorp raised their target price on Samsara from $46.00 to $55.00 and gave the company an “overweight” rating in a report on Friday, September 4th. Finally, BNP Paribas Exane boosted their target price on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $51.68.

About Samsara

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.